Learn and Record your First Excel Macro in 3 simple steps
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In this Learn & Record Macro video course, Nurture Tech Academy introduces you to the most simplest way to understand Macros and other Macros settings.
In this Excel training course, you will learn by watching the author actually perform the operation he is instructing on, as he explains step by step how to record a Macro. The training starts with understanding what is a Macro. Then it will show you how to use show developer tab, ways to record a Macro, record a Macro, use Relative Reference, Create a Monthly Report Macro, assign a Macro to a shape, how to edit or delete a Macro and finally what are the security settings of a Macro.
By the completion of this online training course, you will be fully versed, and capable of Recording Macros in Microsoft Excel 2007/2010/2013 in a commercial Environment.
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|Section 1: Breaking Macro's myth....|
The literal meaning of Macro is - on large scale, but do not confuse this with that meaning, in Excel, Macro means recording your actions and to play those recorded action in future by hitting the specified keystroke on your keyboard or toolbar button or an icon in a spreadsheet. It means that whenever you have some repetitive work to perform in Excel e.g. a daily, weekly, bi-weekly, monthly, quarterly report etc. then while preparing that report for the first time you can just start the recoding of the macro and start doing your work to prepare the report and after finishing the same you can just stop the recording and you are done….. So whenever in future, if you want to create that report again just hit the keystroke you assigned to that macro and Excel will take from few seconds to few minutes to prepare that report which you have created in hours.
One of the most beautiful features of Macro recording is that while recording is turned ON and if you leave your computer for another hour or two or whatever time, Excel will not record anything, because as I already mentioned earlier that Macro will record only your actions.
|Section 2: Prepare your Excel to handle Macros.|
Excel 2007 users –
-Click the Microsoft Office Button, and then click Excel Options.
-In the Popular category, under Top options for working with Excel, select the Show Developer tab in the Ribbon check box, and then click OK.
Excel 2010/2013 users –
-Click the File tab
-Click Options, and then click Customize Ribbon
-In the Customize Ribbon category, in the Main Tabs list, select the Developer check box, and then click OK
|Section 3: Let's Record your first Macro.....|
Way # 1: Status Bar
Way # 2: View Tab
Way # 3: Show Developer Tab
By going through from any of the above ways you will see a “Record Macro” dialog box on your screen. You can see in the dialog box the first thing required to fill in is “Macro Name”. Let me tell you guys that before giving any name to your Macro just keep in mind few things that name can not contain any spaces or any special character. You even can’t give a name which starts with a number but yes after starting a name with an alphabet you can use numbers. Just try to write a name which is crisp and meaningful. So let’s say we want to record a Macro that will write our name in an active cell. So, let’s give this Macro a name as “Name1”.
Now we need to provide a shortcut to this Macro. Now again few things to take care of before you choose any shortcut, you can see that in the dialog box it is written as “Ctrl + “i.e. if you write any alphabet in the box, that alphabet with control key will be the shortcut for this Macro. But keep in mind one thing that almost every alphabet is already assigned as a shortcut with control key e.g. if I use “C” than “Ctrl + C” will be the shortcut to run this Macro in future and this in turn means that this will replace your default shortcut i.e. in future if this workbook is opened in which you will store the macro and if you will press “Ctrl + C” to copy any content (which is a usual thing) but instead of copying, Excel will run this Macro. So, now the question comes that how we can assign a shortcut key?..... the answer to this question is, instead of just pressing an alphabet on your keyboard , press “Shift + alphabet “ e.g. in this case we will use “Shift + N”.
Where to store the Macro? (As I told you earlier, that whenever we record a Macro, only your actions will be recorded and in the backstage of Excel, these actions will be saved as different statements. So what happens is, whenever we run the Macro, Excel execute these statements one by one so quickly that it perform all the task in few minutes or few seconds) so if excel is asking you that where to store the Macro, it means that where you want excel to store the coding.
In this drop down you will see three options - This Workbook, New Workbook & Personal Macro Workbook.
For our example, let’s choose “Personal Macro Workbook”.
The last part of this dialog box is Description. As we can’t explain everything about the Macro by its “Macro Name” so we can use “Description”. This will help us to know which Macro will do what.
Now just press ok and the recording will start. You can also see the color of the Macro recorder (in the left corner of the status Bar is changed to Blue).Now just type your name in the active cell and then press enter. After doing so just stop the recording.
Macros by default works on absolute references i.e. whenever we record a Macro, excel will automatically save the address of the cells in the coding so if we want excel to work on relative references we need to select "Use Relative Referance "
Let's prepare a Monthly report Macro. After going through with the video just follow the steps in your system and prepare an identical macro. If you encounter a run-time error while playing the Macro then don't panic. You may have done something wrong, so just record the Macro again with another name and run the same again.
Now let's see how to assign a Macro to a shape. In this lecture we will learn how to assign a Macro to a shape and make a clickable shape.
|Section 4: How to edit or delete a Macro|
As we have recorded a Macro in Personal Macro Workbook, we need to first unhide the workbook first and then we can easily edit or delete the same.
|Section 5: Security Settings of Macro|
It is really important to understand the security settings of a Macro because on the basis of which security settings you choose on your computer, you will be able to run the Macro enabled files.
Nurture Tech Academy (http://nurturetechacademy.in/) is Microsoft Authorised Testing Centre, providing blend of instructor-led and online training programs in Basic Excel, Advanced Excel, VBAs, Macros, and other MS Office applications. It has a team of Microsoft Certified Trainers who are specialist in their respective fields.